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Manske Wealth Management: UL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Manske Wealth Management on UL, newest first. How the timeline and the estimate are built.

Manske Wealth Management held 6,958 UL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,958 shares
    Change vs previous 13F -85 shares

    0.1% of the 13F portfolio, value $418,293.

    13F-HR 0002095143-26-000005 filed by Manske Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,043 shares
    Change vs previous 13F +28 shares

    0.11% of the 13F portfolio, value $401,240.

    13F-HR 0002095143-26-000002 filed by Manske Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,015 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $458,781.

    13F-HR 0002095143-26-000001 filed by Manske Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).